Directly Deposit Your Tax Refund

You can deposit your tax refund into one or more of your State Farm Mutual Funds® accounts directly. When you file your tax return for the year, follow the instructions below to complete IRS Form 8888 and deposit all or just a portion of your refund directly into the State Farm® account(s) of your choice.

Instructions

Follow the example below to complete Part I of IRS Form 8888.

Enter your name and Social Security number as shown on your tax return (Line 1).

Enter your fund number. Allow for five spaces, and use zeroes in front of your fund number to fill any gaps. For example, if the fund number is four digits, there will be one zero in front of the fund number.

Enter your account number. Allow for 10 spaces, and use zeroes in front of your account number to fill any gaps. For example, if the account number is eight digits, there will be two zeroes in front of the account number.

If you choose to deposit your refund into multiple accounts, repeat the steps above for each additional account (up to three).

Traditional and Roth IRA Accountholders

Any direct deposits received will be considered contributions for the year during which they were received unless State Farm Mutual Funds is notified. To ensure that your direct deposit is credited to your IRA for the previous tax year,

the money must be in your State Farm Mutual Funds account by the tax filing deadline for the previous tax year; and

you must call State Farm at 800-447-4930 to notify us if your contribution is for the prior tax year.

Contribution limits apply: $5,500 for investors under age 50, and $6,500 if age 50 or over.